Justin Menza

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Lower rates don’t make that much difference anymore, and in between bouts of market volatility, investors can actually get back to stock picking, Dinakar Singh, founder and CEO of TPG-Axon Capital, told CNBC’s “Squawk Box” on Monday.

After lackluster job creation in August, economists and the markets are readying for another round of Fed asset purchases, or quantitative easing. The only question now is do policy makers act in September or wait until the fiscal drag pulls down the US growth rate?

The weak jobs report virtually guarantees the Federal Reserve will take some kind of action at its policy meeting next week, Jan Hatzius, Goldman Sachs’ chief economist, told CNBC’s “Squawk on the Street” on Friday.

U.S. stocks are sitting at four-year highs following the European Central Bank’s plan to buy bonds to contain the euro zone debt crisis. But today’s stock surge shouldn’t prompt a major change in investor behavior, John Bogle founder of Vanguard told CNBC’s "Closing Bell" on Thursday.

With stocks hitting four-year highs on Thursday, investors had plenty of reason to feel bullish. But even Wall Street pros, while positive on stocks long-term, were cautious about the near-term outlook.

The U.S. will go over the fiscal cliff early next year before a deal gets cut in January to address the country’s fiscal problems, Peter Orszag, a former Obama administration official, told CNBC’s "Closing Bell" on Wednesday.